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River Road Asset Management, LLC: SWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of River Road Asset Management, LLC on SWX, newest first. How the timeline and the estimate are built.

River Road Asset Management, LLC held 865,242 SWX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 865,242 shares
    Change vs previous 13F -38,508 shares

    0.85% of the 13F portfolio, value $76,729,661.

    13F-HR 0001341401-26-000018 filed by River Road Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 903,750 shares
    Change vs previous 13F -23,513 shares

    0.89% of the 13F portfolio, value $78,535,875.

    13F-HR 0001341401-26-000012 filed by River Road Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 927,263 shares
    Change vs previous 13F -176,935 shares

    0.81% of the 13F portfolio, value $74,199,585.

    13F-HR 0001341401-26-000004 filed by River Road Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,104,198 shares
    Change vs previous 13F -12,586 shares

    0.97% of the 13F portfolio, value $86,502,871.

    13F-HR 0001341401-25-000037 filed by River Road Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,116,784 shares
    Change vs previous 13F -16,998 shares

    1.11% of the 13F portfolio, value $87,265,502.

    13F-HR 0001341401-25-000034 filed by River Road Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,133,782 shares
    Change vs previous 13F -21,467 shares

    1.11% of the 13F portfolio, value $81,405,548.

    13F-HR 0001341401-25-000027 filed by River Road Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,155,249 shares
    Change vs previous 13F -16,877 shares

    1.09% of the 13F portfolio, value $81,687,657.

    13F-HR 0001341401-25-000017 filed by River Road Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,172,126 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $86,456,014.

    13F-HR 0001341401-24-000034 filed by River Road Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).